LA
LVW Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,679
| Closed | -$201K | – | 155 |
|
|
2015
Q4 | $201K | Buy |
+2,679
| New | +$201K | 0.08% | 145 |
|
|
2015
Q3 | – | Sell |
-43,474
| Closed | -$3.27M | – | 146 |
|
|
2015
Q2 | $3.27M | Sell |
43,474
-882
| -2% | -$66.3K | 1.39% | 18 |
|
|
2015
Q1 | $3.46M | Sell |
44,356
-734
| -2% | -$57.2K | 1.65% | 14 |
|
|
2014
Q4 | $3.58M | Buy |
+45,090
| New | +$3.58M | 1.97% | 11 |
|